Damian Lockhart is a registered investment advisor at Morgan Stanley, based in Traverse City, MI, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
300 East Front Street, Suite 300, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Damian is the president of Damian Lockhart Inc since 2011 and an endowment committee member for the Grand Rapids Childrens Museum since 2014, dedicating minimal time to each. He is also involved with Northern Michigan E3 and owns investment property, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
State Registrations53 states
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